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Gary Allen Goldade

Advisor at Packerland Brokerage Services, Inc. — Rugby, ND

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Credentials

Series 63, Series 65

Experience

25 years

Location

Rugby, ND 58368

Packerland Brokerage Services, Inc. logo

Packerland Brokerage Services, Inc.

Multi-team

Total advisors

178

Across 93 offices

Clients per advisor

27 Very Low

Avg AUM per client

$277,427 Very Low

HNW client ratio

23% Typical

About

Gary Goldade is a financial advisor at Packerland Brokerage Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Packerland since 2012. Goldade also operates Goldade Financial Service, where he is involved in insurance sales including life, term, long-term care, and fixed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various platforms including Hilltop/Envestnet. The firm offers both discretionary and non-discretionary account management with a range of investment options and combines SEC-registered investment adviser and FINRA broker-dealer capabilities.

Client services

Based on Packerland Brokerage Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Packerland Brokerage Services, Inc.

Retirement income strategy Options & derivatives strategies Wealth management

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Fee options

Fixed

Financial planning fixed fees typically range from $500 to $10,000

Commissions

Commissions are earned on securities transactions processed through Packerland's broker-dealer

Project-based

Hourly rates for financial planning typically do not exceed $400/hour

Other

Minimum fee: Financial Planning fees typically range from $500 to $10,000 depending on complexity and arrangement Fee-only: Financial Planning fees charged on fixed fee basis ($500 to $10,000), hourly basis (up to $400/hour), or as a percentage of assets under management, negotiated per client

Location

See office

Rugby, ND

126 2nd Ave SW Ste 110

Rugby ND 58368

Advisors at this office

1

Most active in

Florida · Idaho · Minnesota · New Jersey · North Dakota · South Dakota · Washington

Work history

25 years of industry experience

Packerland Brokerage Services Inc

2012 - Present • 14 years

Green Bay, WI

Goldade Financial Service

1997 - Present • 29 years

Rugby, ND

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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